Accounting Practice Insights - Our Blog

Our Blog is a collection of lessons, insights and observations borrowed from our books, work, life and ongoing client experiences. It all started simply enough…from a hand-written notebook of insights and observations from successful deals, thriving practices, ambitious owners, optimistic sellers and eager buyers.

Wishing you all the Joy of this Holiday Season! Click here for Video Best wishes for a Happy New Year filled with health, happiness and spectacular success! Brannon, Carol, Stephanie, Darryl & Sarah www.PoeGroupAdvisors.com We Wish You a Merry Christmas by Twin Musicom is licensed under a Creative Commons Attribution license (https://creativecommons.org/licenses/by/4.0/) Artist: http://www.twinmusicom.org/ Happy Holidays from Poe Group Advisors was […]

Succession Planning – The Accountant’s Estate Letter In the past few months, we’ve gotten several requests from CPA’s for a simple letter to leave instructions to their estate executor if the need should arise to rapidly facilitate an accounting practice sale. I’m happy to say that we have prepared this letter and are happy to […]